Beacon Wealth Client Experience

Compass Points

 

Discover
Plan
Implement
Monitor

 
Pre-Meeting 1 Meeting 1 Post-Meeting 1 Meeting 2 Post-Meeting 2 Meeting 3 Ongoing Review Other Reference Material
Prospect Kit –
Initial Mtg Prep		 Vision Clarifier Data Gathering
Checklist –
Remaining Items		 Show Sample
Plan or
Present Plan		 New Client
Onboarding
Procedure		 Agenda Item
Checklist for 45
Day Meeting		 Review Meeting
Checklist &
Topics		 Fact Sheets –
Lightpoint
and Kingdom(k)
Initial
Consultation
Checklist		 Considerations for
Initial Meeting		 Follow Up
with the
Prospect		 Show Proposal &
Sign Paperwork		 Welcome
Material &
Templates		 True Wealth
Tracker Cards &
Goal Setting		 Annual Review
Packet		 Kingdom(k)
Resources
Call Prospect
&
Redtail Setup		 Deliverables for
Prospect		 Create Financial
Plan & Proposal		 Initial Draft of
Circle Chart		 Schedule 45 Day
Meeting & Send
Welcome Gift		 Tour of Client
Portal		 Assumptions &
Notes (Success
Probabilty)		 Lightpoint
Portfolio Marketing Material
Prepare for
Discovery During
Meeting		 Confidential
Questionaire &
Risk Tolerance		 Prepare
Paperwork		 Begin
Implementation
Plan		 Account Set Up –
Operational Info
to Schwab		 Review
Implementation
Plan		 Communicate
and
Celebrate		 BWC Promo Video
for COIs
The True Wealth
Solutions (One
Page Visual)		 Client Services
Matrix		 Organize All
Material for
Meeting 2		 Determine
Communication
Preferences		 How to Set Up
online access at
Schwab & Tamarac		 Assumptions &
Notes (Success
Probabilty)		 90 Day Call
Questions		 NRS Compliance
Guardian
Log In

 

Build Trust with the Client          Build Confidence with the Client          Client for Life!

 

      Continually Demonstrate Value for the Prospect and Client as a Person in Christ    

 

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